Amy Roberts

Amy Roberts

Amy Roberts, CRPC®, AAMS®

ASSISTANT VICE PRESIDENT, FINANCIAL ADVISOR

Amy joined Seventy2 Capital from Ameriprise Financial where she advised clients on retirement income and planning strategies, estate planning strategies, charitable giving, family finances and education savings. She has a focus on helping women achieve their financial goals which has led to recognition and regular invitations from women’s groups to educate on the topics of investment management and personal finances.

Amy has been selected as a Five Star Wealth Manager in each of the last seven (7) years from 2015 - 2021. As a result of her dedication to the profession and increasing her wealth management knowledge, Amy has earned the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) professional designations.

Amy graduated from Towson University with a Bachelor of Science in Psychology. Her personal passions are traveling, wine tasting and volunteering at Fallston Animal Rescue Movement.

Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

*2015, 2016, 2017, 2018, 2019, 2020, 2021 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance. For more information see: Baltimore Five Star Wealth Manager Award Winners - Five Star Professional.
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